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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,464 hedge funds and large institutions have $46.1B invested in iShares MSCI USA Quality Factor ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 644 increasing their positions, 484 reducing their positions, and 81 closing their positions.

Holders
1,464
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
19.66%
Holding in Top 10
229
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.91%
% of All Funds
3.08%
New
135
Increased
644
Reduced
484
Closed
81
Calls
$622K
Puts
$347K
Net Calls
+$275K
Net Calls Change
-$2.51M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$306M
2
LPL Financial
2
LPL Financial
California
$3.56B
3
OWM
3
Orgel Wealth Management
Wisconsin
$540M
4
Cerity Partners
4
Cerity Partners
New York
$687M
5
KIM
5
Kestra Investment Management
Texas
$278M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$349K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.68B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$22.2M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$580M
5
UBS Group
5
UBS Group
Switzerland
$732M
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
276
Bay Harbor Wealth Management
Maryland
$14.1M 76,890 +5,176 +7%
AR
277
Apeiron RIA
Texas
$14M 76,578 +37,184 +94%
MWA
278
Motive Wealth Advisors
Michigan
$14M 76,500 +8,986 +13%
SWP
279
ShoreHaven Wealth Partners
New Jersey
$14M 76,428 +5,396 +8%
CAG
280
Csenge Advisory Group
Florida
$13.8M 77,990 +1,922 +3%
SW
281
SVB Wealth
Massachusetts
$13.5M 73,952 -26,081 -26%
LFS
282
Lutz Financial Services
Nebraska
$13.5M 73,896 +9,561 +15%
NW
283
NewEdge Wealth
Pennsylvania
$13.5M 73,216 -3,058 -4%
ATPW
284
Ashton Thomas Private Wealth
Arizona
$13.4M 73,250 +13,246 +22%
FHA
285
First Horizon Advisors
Tennessee
$13.4M 73,035 +3,772 +5%
WP
286
WealthShield Partners
North Carolina
$13.3M 72,480 +4,556 +7%
TWM
287
Tradition Wealth Management
Minnesota
$13M 71,208 -3,933 -5%
CIA
288
Concurrent Investment Advisors
Florida
$12.9M 70,334 +6,478 +10%
BL
289
Balentine LLC
Georgia
$12.8M 70,252 -4,141 -6%
TFGT
290
TS Financial Group (TSFG)
Illinois
$12.8M 69,945 +69,667 +25,060%
GWSA
291
Global Wealth Strategies & Associates
Colorado
$12.8M 69,805 +6,834 +11%
Bank of Nova Scotia
292
Bank of Nova Scotia
Ontario, Canada
$12.6M 68,745 -1,710 -2%
BFG
293
Beacon Financial Group
Texas
$12.5M 68,559 +5,054 +8%
JE
294
JMAC Enterprises
Pennsylvania
$12.5M 68,500 +18,322 +37%
WWA
295
WCG Wealth Advisors
Nevada
$12.5M 68,458 +3,411 +5%
GWAG
296
Garrett Wealth Advisory Group
Texas
$12.5M 68,160 -405 -0.6%
TC
297
Trilogy Capital
California
$12.5M 68,152 -16,675 -20%
RBA
298
Richard Bernstein Advisors
New York
$12.4M 67,879 -1,038 -2%
CA
299
Claro Advisors
Massachusetts
$12.4M 67,839 -10,632 -14%
OCBCO
300
Oversea-Chinese Banking Corp (OCBC)
Singapore
$12.4M 67,826 -182,040 -73%
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